Spire Wealth Management Salesforce, Inc. Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 18,613 shares of CRM stock, worth $6.41 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

18,613

Previous 35,965 48.25%

Holding current value

$6.41 Million

Previous $9.25 Million 44.91%

% of portfolio

0.17%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$238.42 - $276.53 $4.14 Million - $4.8 Million	-17,352 Reduced 48.25%	18,613 $5.09 Million
Q2 2024 Jul 31, 2024	SELL	$218.01 - $304.74 $970,144 - $1.36 Million	-4,450 Reduced 11.01%	35,965 $9.25 Million
Q1 2024 Apr 24, 2024	SELL	$251.12 - $316.88 $66,546 - $83,973	-265 Reduced 0.65%	40,415 $12.2 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $706,892 - $962,634	3,602 Added 9.71%	40,680 $10.7 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $2.59 Million - $3 Million	-12,809 Reduced 25.68%	37,078 $7.52 Million
Q2 2023 Aug 09, 2023	BUY	$188.89 - $223.38 $2.71 Million - $3.21 Million	14,357 Added 40.41%	49,887 $10.5 Million
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $3.52 Million - $5.21 Million	26,097 Added 276.66%	35,530 $7.1 Million
Q4 2022 Feb 03, 2023	SELL	$128.21 - $165.27 $355,013 - $457,632	-2,769 Reduced 22.69%	9,433 $1.25 Million
Q3 2022 Nov 07, 2022	SELL	$143.84 - $191.27 $1.5 Million - $2 Million	-10,434 Reduced 46.09%	12,202 $1.76 Million
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $1.59 Million - $2.23 Million	-10,196 Reduced 31.06%	22,636 $3.74 Million
Q1 2022 Apr 18, 2022	SELL	$190.54 - $255.46 $2.09 Million - $2.8 Million	-10,957 Reduced 25.02%	32,832 $6.97 Million
Q4 2021 Jan 14, 2022	BUY	$247.21 - $309.96 $1.11 Million - $1.39 Million	4,490 Added 11.43%	43,789 $11.1 Million
Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $461,084 - $554,407	1,941 Added 5.2%	39,299 $10.7 Million
Q2 2021 Jul 26, 2021	BUY	$210.54 - $246.26 $90,953 - $106,384	432 Added 1.17%	37,358 $9.29 Million
Q1 2021 May 21, 2021	BUY	$205.33 - $248.59 $7.58 Million - $9.18 Million	36,923 Added 1230766.62%	36,926 $7.58 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $615 - $745	3 New	3 $1,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Salesforce, Inc. Transaction History